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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,418 | $58,391-39.3% | $76,667-53.8% | $72,976-51.5% |
| Participation rate | 83.9% | 67.4%+16.5pp | 72.1%+11.8pp | 69.5%+14.4pp |
| Annual return | 12.64% | 2306.65%-2294.0pp | 1166.74%-1154.1pp | 81.02%-68.4pp |
| Employer contribution / active EE | $1,082 | $1,787-39.4% | $2,303-53.0% | $2,440-55.7% |
| Participant deferral / active EE | $2,085 | $2,690-22.5% | $3,336-37.5% | $3,608-42.2% |
| Admin fee / account holder | $1,111 | $4,014-72.3% | $6,423-82.7% | $5,124-78.3% |